HHM Wealth Advisors, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$742.8M
Holdings
922
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (922 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $139.1M |
SCHBSCHWAB STRATEGIC TR | $89.7M |
SCHGSCHWAB STRATEGIC TR | $88.7M |
SPMDSPDR SER TR | $41.5M |
SPTSSPDR SER TR | $33.1M |
CALFPACER FDS TR | $29.1M |
VNQVANGUARD INDEX FDS | $25.3M |
SCHFSCHWAB STRATEGIC TR | $24.4M |
FNDESCHWAB STRATEGIC TR | $15.9M |
AAPLAPPLE INC | $15.3M |
SCHMSCHWAB STRATEGIC TR | $13.3M |
VIGVANGUARD SPECIALIZED FUNDS | $13.2M |
FNDFSCHWAB STRATEGIC TR | $11.0M |
SCHASCHWAB STRATEGIC TR | $10.3M |
MSFTMICROSOFT CORP | $9.3M |
AMZNAMAZON COM INC | $7.8M |
MIGAMICROSTRATEGY INC | $5.2M |
USMVISHARES TR | $4.1M |
TFISPDR SER TR | $3.5M |
VUGVANGUARD INDEX FDS | $3.3M |
SGOVISHARES TR | $2.8M |
HDHOME DEPOT INC | $2.8M |
SFBSSERVISFIRST BANCSHARES INC | $2.8M |
JPUSJ P MORGAN EXCHANGE TRADED F | $2.6M |
JPMJPMORGAN CHASE & CO. | $2.5M |
FNDASCHWAB STRATEGIC TR | $2.4M |
CWISPDR INDEX SHS FDS | $2.3M |
NSCNORFOLK SOUTHN CORP | $2.3M |
IVVISHARES TR | $2.3M |
NVDANVIDIA CORPORATION | $2.3M |
FNDBSCHWAB STRATEGIC TR | $2.2M |
LLYELI LILLY & CO | $2.2M |
VVISA INC | $2.1M |
GOOGLALPHABET INC | $2.1M |
SOSOUTHERN CO | $2.1M |
MOATVANECK ETF TRUST | $2.0M |
PGPROCTER AND GAMBLE CO | $2.0M |
CATCATERPILLAR INC | $2.0M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.9M |
WMWASTE MGMT INC DEL | $1.9M |
SCHHSCHWAB STRATEGIC TR | $1.9M |
ABBVABBVIE INC | $1.9M |
VTEBVANGUARD MUN BD FDS | $1.8M |
WMTWALMART INC | $1.8M |
XLRESELECT SECTOR SPDR TR | $1.7M |
GOOGALPHABET INC | $1.6M |
HCAHCA HEALTHCARE INC | $1.6M |
SCHZSCHWAB STRATEGIC TR | $1.6M |
RFREGIONS FINANCIAL CORP NEW | $1.5M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.5M |
VOOVANGUARD INDEX FDS | $1.4M |
PNFPPINNACLE FINL PARTNERS INC | $1.4M |
TSLATESLA INC | $1.4M |
DXPEDXP ENTERPRISES INC | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
VTIVANGUARD INDEX FDS | $1.4M |
RWOSPDR INDEX SHS FDS | $1.3M |
NFLXNETFLIX INC | $1.3M |
TMTOYOTA MOTOR CORP | $1.2M |
ISTBISHARES TR | $1.2M |
CSCOCISCO SYS INC | $1.2M |
IWFISHARES TR | $1.1M |
RSPINVESCO EXCHANGE TRADED FD T | $1.1M |
MAAMID-AMER APT CMNTYS INC | $1.0M |
NDQINVESCO QQQ TR | $994K |
SCHXSCHWAB STRATEGIC TR | $984K |
UBERUBER TECHNOLOGIES INC | $919K |
VCSHVANGUARD SCOTTSDALE FDS | $906K |
SDYSPDR SER TR | $892K |
KOCOCA COLA CO | $887K |
JNJJOHNSON & JOHNSON | $829K |
GQ9SPDR GOLD TR | $795K |
UNPUNION PAC CORP | $781K |
ABTABBOTT LABS | $757K |
VYMVANGUARD WHITEHALL FDS | $753K |
BACBANK AMERICA CORP | $739K |
OKEONEOK INC NEW | $728K |
MOALTRIA GROUP INC | $727K |
SCHESCHWAB STRATEGIC TR | $723K |
METAMETA PLATFORMS INC | $711K |
GEGE AEROSPACE | $699K |
ACNACCENTURE PLC IRELAND | $658K |
RSPHINVESCO EXCHANGE TRADED FD T | $643K |
BXBLACKSTONE INC | $640K |
NEENEXTERA ENERGY INC | $631K |
LOWLOWES COS INC | $619K |
IJHISHARES TR | $619K |
OREALTY INCOME CORP | $618K |
ILCGISHARES TR | $617K |
RTXRTX CORPORATION | $613K |
4I1PHILIP MORRIS INTL INC | $606K |
ORCLORACLE CORP | $600K |
DUKDUKE ENERGY CORP NEW | $593K |
CVXCHEVRON CORP NEW | $588K |
AMTAMERICAN TOWER CORP NEW | $569K |
MRKMERCK & CO INC | $566K |
VBVANGUARD INDEX FDS | $559K |
DISDISNEY WALT CO | $546K |
FTNTFORTINET INC | $535K |
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